SteelBrick CPQ Enterprise Edition allows you to set up discounts using a variety of methods:
If your organization sells through a channel, you can give a partner discount on quote or the individual product line item on the quote. By default, partner discounts are calculated on top of any other discounts - such as contracted prices - that you set on the account or that are manually entered by the rep. SteelBrick CPQ categorizes these types of discounts and lets you control when each is applied relative to partner discounts. Before you begin, determine when you want partner discounts applied.
Any product line items on the quote that do not have a discount specified receive the discount entered in this field.
The Use Case will display how Net Amounts are calculated when Partner Discounts are used alongside other discounts and processed with the custom formula fields noted above.
An organization has a Quote with the following prices and discounts:
|Price||Partner Discount||Automatic Discount||Additional Discount|
You can give partner discounts on individual product line items on the quote. This requires enabling a feature that adds custom fields to the products.
Users will now see a P Disc % field when they click Edit Lines from a quote. Any discounts entered in this field are calculated after the Partner and all other relevant discounts have been entered on the Quote object. Picture B below displays the Quote Lines from Picture A after the 15% Partner Discount was applied in Step 2. An additional 25% Partner Discount was applied to the first line item: